Our client a Boutique Investment Advisory Firm is looking to hire an AVP/VP - Relationship Manager for Mumbai office Company : Boutique Investment Advisory Firm Designation : AVP/ VP - RM Location : Mumbai Role : 1. Identify/develop new HNI clients through referrals, follow-up on leads through existing clients 2. Build relationships with existing customers. Monitor he client portfolios and do periodic reviews with the client to ensure that the portfolio performance is in line with the client's expectation. 3. Advise HNIs and Ultra HNI clients on various investment options including mutual funds, structured products, derivatives, PMS, in line with their financial goals (supported internally by the Advisory Team) 4. To service a portfolio of clients and responsible to maintain a high level of client satisfaction. Acquisition of customers will be large part of the role. Please note this is an individual role and Acquisition of customers will be large part of the role.

Mumbai

AVP/Vice President - Relationship Management - Investment Advisory Firm 

AVP/Vice President - Relationship Management - Investment Advisory Firm  ,Job Description for AVP/Vice President - Relationship Management - Investment Advisory Firm  in Transcend HR Solutions in  Mumbai for (11-18) years of experience. Apply Now!

Job Description for AVP/Vice President - Relationship Management - Investment Advisory Firm  in Transcend HR Solutions in  Mumbai for (11-18) years of experience. Apply Now!